VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
BJ's Wholesale Club Holdings, Inc. vs SBA Communications Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
BJ's Wholesale Club Holdings, Inc.
BJ · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into BJ's Wholesale Club Holdings, Inc.'s moat claims, evidence, and risks.
View BJ analysisSBA Communications Corporation
SBAC · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into SBA Communications Corporation's moat claims, evidence, and risks.
View SBAC analysisComparison highlights
- Moat score gap: SBA Communications Corporation leads (71 / 100 vs 60 / 100 for BJ's Wholesale Club Holdings, Inc.).
- Segment focus: BJ's Wholesale Club Holdings, Inc. has 2 segments (97.8% in Merchandise and Gasoline Sales); SBA Communications Corporation has 3 segments (69.5% in Domestic Site Leasing).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
- Moat breadth: BJ's Wholesale Club Holdings, Inc. has 7 moat types across 3 domains; SBA Communications Corporation has 4 across 2.
Primary market context
BJ's Wholesale Club Holdings, Inc.
Merchandise and Gasoline Sales
Membership warehouse club retail (groceries, fresh foods, general merchandise, gasoline, ancillary services)
United States (primarily Eastern U.S.)
Households and small businesses (members)
Retailer / warehouse club operator
97.8%
SBA Communications Corporation
Domestic Site Leasing
U.S. wireless macro tower leasing (multi-tenant co-location on communications towers)
United States and territories
Wireless service providers and other wireless network operators/tenants
Independent tower owner/operator (REIT)
69.5%
Side-by-side metrics
Moat coverage
Shared moat types
BJ's Wholesale Club Holdings, Inc. strengths
SBA Communications Corporation strengths
Segment mix
BJ's Wholesale Club Holdings, Inc. segments
Full profile >Merchandise and Gasoline Sales
Oligopoly
Membership Fee Income
Oligopoly
SBA Communications Corporation segments
Full profile >Domestic Site Leasing
Oligopoly
International Site Leasing
Oligopoly
Site Development
Competitive
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View expansion-stage stocksCuration & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.